People On the Move at FineMark

09/13/2013

FineMark National Bank & Trust welcomes Lori Breyman as a Private Wealth Advisor – Trust Administrator in our Naples office. Lori has been in the Naples area for nearly 30 years, working in financial services. Most recently Lori was Regional Director of Trust and Estate Settlement Services at BMO Private Bank. She also spent several years at M&I Wealth Management prior to BMO. Lori is a Certified Senior Advisor (CSA) and holds Series 6 and 63 Securities Licenses. Lori is also involved in the community. She’s on the FBA Trust Executive Committee and she’s a Co-Chair on the United Way Budget Review Committee (2004-2013). In her spare time, Lori enjoys biking, golf, tennis and dining out.

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Robert Ramsay also joins FineMark’s Naples office as a Senior Vice President and Private Wealth Advisor - Investments. Robert has more than 17 years of experience in the trust and investment management industry. Most recently, he served as Director of Investments at BMO Private Bank in Naples. Robert received his Master of Business Administration and Bachelor of Business Administration from the University of Miami. He has earned the Chartered Financial Analyst (CFA) designation and holds the Series 7 and 66 Securities Licenses. Robert is a member of the Naples Society of Financial Analysts and the CFA Institute. He is past president of the University of Miami Southwest Florida Alumni Club. When Robert isn’t working, he has his hands full at home. He and his wife Mindy have a 5 month old son, Blake.

Member FDIC. An Equal Housing Lender. *Trust and Investment Services are not FDIC insured, are not guaranteed by the bank and may lose value.

NOTICE: By federal law, as of 1/1/2013, funds in a noninterest-bearing transaction account (including an IOLTA/IOLA) will no longer receive unlimited deposit insurance coverage, but will be FDIC-insured to the legal maximum of $250,000 for each ownership category. For more information visit
http://www.fdic.gov/deposit/deposits/unlimited/expiration.html.